金吾财讯 | 中概汽车股盘前上扬，小鹏汽车(XPEV)涨3.24%，蔚来(NIO)涨2.35%，理想汽车(LI)涨1.4%。
乘联分会秘书长崔东树今日表示，随着反内卷工作的不断深入，头部车企在努力维护市场价格的相对稳定，并保障产业链的资金逐步改善，降低经销商的库存压力，因此自身的盈利压力仍很大，厂家国内销量提升更为谨慎，9月冲刺后的10月初的厂家销量偏低。国内稳健出口强，三季度以来中国汽车出口局面向好，部分海外市场增长良好。自主新能源的海外市场表现亮眼，燃油车的俄罗斯去库存压力减少，推动汽车出口全方位持续提升。随着中国插混和普混等车型的出口力度加大，海外市场的自主品牌对国际品牌的冲击会逐步明显，按照近20年中国耐用消费品的出口强势增长的经验，自主新车性价比提升和海外营销体系的建设将带动中国自主品牌的国际市场持续走强。
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